+44.0%
DLTR vs MUB
+0.1%
+43.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.4% | +9.2% | +8.4% |
| 7D | +15.6% | +0.6% | +15.0% | +13.9% |
| 30D | +29.9% | +3.2% | +26.7% | +19.7% |
| 3M | +12.5% | -1.1% | +13.5% | +18.8% |
| 6M | +56.3% | -1.1% | +57.4% | +65.8% |
| YTD | +19.5% | -0.5% | +20.0% | +28.7% |
| 1Y | +44.0% | 0.0% | +44.1% | +53.9% |
| All | +44.0% | +0.1% | +43.9% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling